Anonymous
11/04/2022 23:42
Subject: Financial advisor in MD?
https://www.schaefferfinancial.com/
I never used her as a financial advisor, but she taught a personal finance class at my agency 8 years ago. She was very straight-forward and explained the topics really well. Her class put me (and a lot of my colleagues) on the right path financially.
I never used her as a financial advisor, but she taught a personal finance class at my agency 8 years ago. She was very straight-forward and explained the topics really well. Her class put me (and a lot of my colleagues) on the right path financially.
Anonymous
11/04/2022 09:13
Subject: Financial advisor in MD?
Just post your numbers and question here - half this board is financial advisors
Anonymous
11/04/2022 08:53
Subject: Financial advisor in MD?
Anonymous wrote:https://www.kmhfinancialservices.com/team/kimberly-markel-herman
Could people just add a few sentences (like "used her for retirement counselling and liked her" vs "I work in her office")??
Anonymous
11/04/2022 08:36
Subject: Re:Financial advisor in MD?
If you want individual attention, talk to a fee only financial planner https://www.napfa.org/ - enter your zip code and away you go.
Stay away from financial sales people that sell products, and the stock jocks with the fancy buildings.
Stay away from financial sales people that sell products, and the stock jocks with the fancy buildings.
Anonymous
11/03/2022 20:14
Subject: Financial advisor in MD?
Anonymous wrote:Anonymous wrote:VA but will meet you in MD
Nazzareno Spurio
Financial Planner
Mid-Atlantic Financial Group | Prudential Advisors|
1919 Gallows Road, Suite 100 Vienna, VA 22182
P: (703) 245-5022 Fax: (877) 840-2379
Nazzareno.Spurio@prudential.com
lol get your annuities and insurance!
LOL
Anonymous
11/03/2022 20:09
Subject: Financial advisor in MD?
Anonymous wrote:VA but will meet you in MD
Nazzareno Spurio
Financial Planner
Mid-Atlantic Financial Group | Prudential Advisors|
1919 Gallows Road, Suite 100 Vienna, VA 22182
P: (703) 245-5022 Fax: (877) 840-2379
Nazzareno.Spurio@prudential.com
lol get your annuities and insurance!
Anonymous
11/03/2022 18:39
Subject: Financial advisor in MD?
Its biscuits it’s gravy
Anonymous
11/03/2022 18:23
Subject: Financial advisor in MD?
VA but will meet you in MD
Nazzareno Spurio
Financial Planner
Mid-Atlantic Financial Group | Prudential Advisors|
1919 Gallows Road, Suite 100 Vienna, VA 22182
P: (703) 245-5022 Fax: (877) 840-2379
Nazzareno.Spurio@prudential.com
Nazzareno Spurio
Financial Planner
Mid-Atlantic Financial Group | Prudential Advisors|
1919 Gallows Road, Suite 100 Vienna, VA 22182
P: (703) 245-5022 Fax: (877) 840-2379
Nazzareno.Spurio@prudential.com
Anonymous
11/03/2022 17:46
Subject: Financial advisor in MD?
Anonymous
11/03/2022 17:23
Subject: Financial advisor in MD?
2 kids and college a few years away. We need an extra set of eyes to help us figure out how we can make this work and tweak our strategy. Any recommendations? Thanks!